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Wren Investment Advisers (AFS Licence 247124)
has been operating since May 1999. We specialise
in providing investment advice, financial
planning and superannuation administration
services.
What sets us apart from our competitors? Four
things.
First, we're a fee-based business.
We charge an hourly fee, or a portfolio management
fee, for our professional services. That means
we're happy to recommend products such as
industry funds, term deposits and indexed
investments even though they do not pay adviser
commissions. Similarly, if you don't want
a full financial plan, just answers to some
specific questions, we can provide you with
limited advice for an agreed fixed fee.
Second, we have our own AFS Licence. Wren
Investment Advisers has its own Australian
Financial Services Licence and is not aligned
with any financial product provider. We can
therefore work with you in an open way to
find solutions that meet your financial objectives,
circumstances and needs.
Third, we do our own investment research.
Wren Investment Advisers relies primarily
on our own research, surveys and analysis.
This information is exclusive to our clients.
We also publish a monthly newsletter Market
Notes which provides up-to-date information
and research on investment market trends.
And finally, we're professional. Wren
Investment Advisers is a CPA Australia practice
and is committed to upholding the highest
ethical and professional standards.
If you would like to discuss whether we can
help you, or request our Financial Services
Guide, please contact
us.
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